Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colombo? Claim Your ProfileColombo M. Baldini is a financial advisor with NFP Retirement Inc., providing retirement planning and investment advice to individuals and businesses. Colombo has been in the financial services industry since 1995 and has a wide range of experience in investment management, financial planning, and retirement planning. Colombo holds the Series 7, Series 63, and Series 66 licenses and has been registered with the state of Michigan since 2024. Colombo has also been registered with VALIC Financial Advisors, Inc. since 2009.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
05/30/2024 - Present
NFP Retirement Inc. (Maitland FL)
TX
10/26/2009 - 10/14/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
LA
03/25/2009 - 11/23/2009
H.D. VEST INVESTMENT SERVICES (METAIRIE LA)
IL
01/16/2007 - 06/15/2007
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
GA
04/07/2006 - 12/16/2006
PFS INVESTMENTS INC. (DULUTH GA)
TX
01/17/1996 - 05/11/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IN
04/26/1995 - 11/22/1995
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NY
01/05/1988 - 07/12/1988
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
10/26/1984 - 01/07/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 12/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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